How do I view or edit an employee record?

Go to your main menu on the left side of your screen and select 'Employees/Workers > Manage

Find the employee you want to view and click the pink Employee View button next to their name.

Inside the employee record, you can edit information in any section.

Look for the pink Add or Update button to make changes.

You can update details such as holiday entitlement and non-working days.

View and update personal information: name, age, and nationality.

Edit job details: role, working hours, and holiday entitlement.

Save changes in the Job History section at the bottom of the tab.

Track work events: disciplinaries, performance reviews, and leaver events.

Upload documents specific to the employee.

Only HR Managers or HR Service Owners can access this tab. Employees cannot view their own timeline.

Store and update emergency contact details.

Training certificates are saved automatically in the Training History tab.

Add education and qualification history using the Add button.

Update salary in the Salary History tab.

Add previous employment details in the Previous Employment tab.

Record and view holidays and absences.

Store payment and bank details.

Add information about pension schemes and other benefits.

Record details about company cars assigned to the employee.

Control access to Atlas.

Grant access to other department calendars.

Set the employee as a leaver.

Update email address and user profile.

Reset password or re-associate the record with another user account.